+98.1%
NU vs MDLZ
-2.9%
+101.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.7% |
| 7D | -4.9% | +1.9% | -6.8% | -4.7% |
| 30D | +7.8% | +0.4% | +7.4% | +7.9% |
| 3M | +20.9% | -0.6% | +21.6% | +21.1% |
| 6M | +0.9% | +14.7% | -13.8% | +2.1% |
| YTD | -12.7% | +18.0% | -30.6% | -11.5% |
| 1Y | -6.4% | +4.1% | -10.5% | -6.4% |
| 3Y | +98.1% | -4.6% | +102.7% | +94.8% |
| All | +98.1% | -2.9% | +101.0% | +94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MDLZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling